Lunch & Learn for Professional Advisors
Date and Time
Wednesday Oct 23, 2024
12:30 PM - 1:30 PM EDT
October 23, 2024 - 12:30 - 1:30 p.m.
Location
Port Hope Public Library, 31 Queen St, Port Hope, ON L1A 2Y8
Fees/Admission
Free Admission - Please register here - Lunch & Learn Event Registration | Community Foundation of Campbellford/Seymour and Northumberland (cfcsn.ca)
Website
Contact Information
Martha Murphy, CEO
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Description
As a trusted advisor, you play an important role in helping clients realize and create their personal philanthropic vision. Research shows that only 7% of Canadians would leave money to charity in their Will in the absence of a specific discussion around charitable giving. However, if the issue is raised with them, perhaps when drawing up a Will or financial plan, the figures rises to 27% - more than a three-fold increase.
You can help your clients enhance their legacy by showing them their giving options and by demonstrating to them how they can make a positive impact in their community.
This is one of four Lunch & Learn events being held across Northumberland County for Professional Advisors to learn more about the community foundation, and for information on how to start the giving conversation with your clients.
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